Patrick Barna

Patrick Barna: Email & Phone Number

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Member — Private Wealth Management Track at Investment Management Workshop at Kelley School of Business|Oakland, Michigan, United States

Position:

Member — Private Wealth Management Track at Investment Management Workshop at Kelley School of Business

Location:

Oakland, Michigan, United States

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Last updated: 2026-05-26
Updated: 2026-05-26

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p****a@iu.edu

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Work Experience 4 years

Member — Private Wealth Management Track at Investment Management Workshop at Kelley School of Business

Oct 2024 - Current

Summer 2026 Wealth Management Intern at Oppenheimer & Co. Inc.

May 2026 - Current

Executive Director, Investment Fund at TAMID Group at Indiana University

Apr 2026 - Current

NCAA Tennis Team Practice Player at Indiana University Bloomington

Nov 2023 - Current

Senior Financial Analyst at TAMID Group at Indiana University

Feb 2025 - Apr 2026

Investment Fund Analyst at TAMID Group at Indiana University

Sep 2023 - Feb 2025

Summer 2025 Financial Advsior at The Burzynski Group

May 2025 - Aug 2025

Future Leaders In Finance at Stout

Apr 2025 - Apr 2025

Freshman Forum at Abercrombie & Fitch Co.

Aug 2024 - Aug 2024

Equity Research Analyst at Financial Investment Review

Jan 2024 - Aug 2024

Aquatic Educator at Life Time Inc.

Oct 2022 - May 2024

Financial Advisor at The Burzynski Group

Jun 2022 - Aug 2022

Patrick Barna started working in 2022, then the employee has changed 8 companies and 11 jobs. On average, Patrick Barna works for one company for 10 months.

Patrick is proficient in English and Romanian. Their professional focus is Active Listening, Analytical Skills, and Animal Care across 3 core areas.

Patrick holds Securities Industry Essentials (SIE), Bloomberg Market Concepts, and Sophisticated Startup Investor certifications and has been awarded Future Leaders In Finance Case Competition Winner, Founders Scholar, and Dean's Scholarship

Education

Bachelor of Science - BS at Indiana University - Kelley School of Business

Rochester Adams High School

Universitat de Barcelona

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